Add Expert Report to a Case

There are two methods for adding an expert report to a case. You have the option of adding the report directly to the Expert Report Explorer, or you can add the report to the Documents Explorer, and then modify the document properties to classify it as an Expert Report. No matter how you add it, the report appears in both explorers. The sections below describe the steps you can take to complete these procedures:

Add Expert Report Via Explorer Ribbon Bar

To add an expert report to the case via the Expert Report Explorer ribbon bar, follow the steps below:

  1. Open the Expert Report Explorer. For help on this procedure, see Open an Explorer.

    2. The items already added to the case appear.

  2. Click the Add button.

    3. The first step of the Add Documents dialog appears.

  3. Either click the Select Files or Select Folder button. If you would like to include sub folders, ensure the Include Sub Folders check box is selected prior to clicking the Select Folder button.

    • If you click Select Files, the local file explorer appears. Locate the file you want to add, select it, and click Open.

    • If you click Select Folder, the Browse for Folder dialog appears. Locate the folder you want to use and click OK.

  4. Click the Next button in the Add Documents dialog.

    5. The document naming options appear in the dialog.

  5. Review the document's naming options.

  6. Click the Add button.

    The Batch panel opens and displays the progress and status of the import. For more information about the Batch panel, see Work with the Batch Panel in TRIAL DIRECTOR.

    Once the documents are added to the case they appear in the Expert Report Explorer.

Note: For more information on adding documents, see Understand the Add Documents Dialog.

Add Expert Report Via Document Properties

Let's say you've already added an expert report to a case via the Documents Explorer. For organizational purposes, you would now like that report to appear in the Expert Report Explorer. Rather than having to add that existing document to the case all over again, you can instead modify the document's properties so that it's classified as an expert report, and thereby appears in the Expert Reports Explorer. The following steps explain how to complete this procedure:

  1. Open the Documents Explorer. For help on this procedure, see Open an Explorer.

  2. Locate the expert report from the list of documents. Right-click on the document.
  3. From the context menu, select Properties. The Document Properties dialog box appears.

  4. Click the field beside Classification. A drop-down menu appears. Select Expert Report.

  5. Click Save to save your changes. The document now appears both in the Documents Explorer and the Expert Report Explorer. Repeat these steps for other documents you would like to add to the Expert Report Explorer.

 

Related Topics

Overview: Expert Reports

Save and Organize the Contents of Expert Reports

Work with the Expert Report Work Area Ribbon Bar

Use Expert Report Explorer Right-Click Context Menu